Blogs

Nicsa Honors Volunteer of the Year Award Recipients

By Nicsa Admin posted 03-03-2021 02:49 PM

  

Boston, MA – March 2, 2021 — Nicsa announced its Volunteer of the Year honorees at the Strategic Leadership Forum last week. Nica’s Volunteer of the Year Awards recognize the outstanding efforts of members who are especially dedicated to servicing the Nicsa community.

 

“Each year, Nicsa recognizes volunteers who have tirelessly committed to furthering our mission of advancing best practices within the global asset management industry. We are proud to present the 2020 Volunteer of the Year Awards to this group of exceptional professionals. and thank them for their efforts to support the Nicsa community and the broader industry,” said Jim Fitzpatrick, President and CEO of Nicsa.

 

Nicsa’s many topic and event committees work to provide association members with educational resources on the issues that matter most to the global asset management industry.  On behalf of Nicsa, committee members support the association’s mission of developing, sharing, and advancing leading practices among industry participants.  Each year, Nicsa recognizes volunteers who have constantly gone above and beyond in their efforts to serve the Nicsa community in the last 12 months.

 

Watch the video.

 

A list of this year’s honorees follows:

 

Alternative Investments

Dawn Rohde, Wells Fargo

 

Compliance & Risk Management

Stephanie Tyler, Franklin Templeton

 

Content 

Michael Collins, Broadridge

 

Data Analytics

Laura Lutton, Morningstar

 

Diversity Project ‘Next’ Practices

LeAnn Trejo, Capital Group | American Funds

 

Diversity Project Benchmarking

Dianne Gallagher, American Century

 

Diversity Project Industry Engagement

Maggie Sullivan, Fiera Capital

 

Fund & Investor Services

John Keating, BlackRock

 

Fund Administration

Gary Casagrande, Confluence

 

General Membership Meeting 

Gary Casagrande, Confluence

 

Next Gen 

Alex Woodcock, SS&C ALPS

 

Product & Distribution

Mark Thomas, PIMCO

Retirement

Amy O’Leary, Capital Group | American Funds

 

SMA Working Group

Greg Weiss, BlackRock

 

Strategic Leadership Forum 

Jon Maro, BlackRock

 

Technology & Innovation

Sach Diwan, Northern Trust

 

UIT

Beth Bull, First Trust Portfolios

 

Unclaimed Property

Dave Calvani, Fidelity

 

Webinar Advisory

Michelle Carlow, Accenture

 

President’s Awards

Dan Moorman, Wells Fargo Advisors

David Rosen, Morgan Stanley

Lynette Turner, BNY Mellon

 

About Nicsa 

Nicsa is a not-for-profit trade association striving to connect all facets of the global asset management industry in order to develop, share, implement, and advance leading practices.  For over fifty years, Nicsa has promoted an open and collaborative environment, where members’ and partners’ deep expertise and unique perspectives have come together to help strategically implement and support the industry’s most vital issues. Click here for more information about membership.

 

Nicsa aims to help firms operating in all segments of the global asset management industry meet the changing needs of their clients by aligning and educating industry participants through formal education programs, interactive forums, networking opportunities, and initiatives such as the Diversity Project North America. The Diversity Project’s goal is to accelerate progress towards a diverse and inclusive culture in the asset management industry to deliver the best possible results for clients, reflect the society we serve, and ensure long-term business sustainability. Click here for more information on Nicsa’s Diversity Project North America initiative.

 

###

#PressRelease

0 comments
18 views

Permalink